Institutional Ownership Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG). We have compiled data on the 593 institutions that hold shares in the stock, with a total of 99.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
9,692
shares
|
$554,576
0.05% of portfolio
|
Q3 2025
Added 127.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
9,660
shares
|
$552,745
0.13% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,660
shares
|
$552,745
0.11% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
9,652
shares
|
$552,287
0.14% of portfolio
|
Q2 2025
Added 96.62%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
9,641
shares
|
$551,658
0.02% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,636
shares
|
$551,371
0.38% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,629
shares
|
$550,971
0.0% of portfolio
|
Q2 2025
Added 230.67%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$547,480
0.04% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$547,480
0.01% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,549
shares
|
$546,393
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,512
shares
|
$544,276
0.07% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,359
shares
|
$535,521
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,350
shares
|
$535,007
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
9,272
shares
|
$530,543
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
9,056
shares
|
$518,184
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
9,050
shares
|
$517,841
0.25% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
8,914
shares
|
$510,059
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$505,080
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
8,758
shares
|
$501,132
0.11% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$499,473
0.01% of portfolio
|
Q2 2025
Added 68.94%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
8,678
shares
|
$496,555
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
8,678
shares
|
$496,555
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
8,565
shares
|
$490,089
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,507
shares
|
$486,770
0.14% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
8,482
shares
|
$485,340
0.09% of portfolio
|
Q3 2025
Added 19.68%
|